Evelyn Partners Investment Management (Europe)’s iShares Select Dividend ETF DVY Stock Holding History

Evelyn Partners Investment Management (Europe)’s Portfolio DVY Stock Details DVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$22.7K	Hold	150	–	–	0.01%	155
2025 Q4	$21.2K	Hold	150	–	–	0.01%	158
2025 Q3	$21.3K	Hold	150	–	–	0.01%	149
2025 Q2	$19.9K	Hold	150	–	–	0.01%	155
2025 Q1	$20.1K	Hold	150	–	–	0.01%	153
2024 Q4	$19.7K	Buy	+150	New	+$20.4K	0.01%	154

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Evelyn Partners Investment Management (Europe)'s DVY Position: Q1 2026 in Review

Evelyn Partners Investment Management (Europe) held its iShares Select Dividend ETF (DVY) position steady in Q1 2026 at 150 shares worth $22.7K. The position accounts for 0.01% of the portfolio, ranked #155.

Evelyn Partners Investment Management (Europe) first reported a position in DVY in Q4 2024 and has held it in 6 quarters since. 1,420 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Evelyn Partners Investment Management (Europe) held 150 shares of iShares Select Dividend ETF worth $22.7K as of Q1 2026.
Evelyn Partners Investment Management (Europe) left its iShares Select Dividend ETF share count unchanged in Q1 2026.
iShares Select Dividend ETF made up 0.01% of Evelyn Partners Investment Management (Europe)'s portfolio in Q1 2026, its #155 holding.
Evelyn Partners Investment Management (Europe) first reported a position in iShares Select Dividend ETF in Q4 2024 and has held it in 6 quarters since.
1,420 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Evelyn Partners Investment Management (Europe)'s 13F filing for Q1 2026, filed 15 May 2026.